加密眼界

Which AI currency narrative do you think will dominate in 2026?
A) Agent Economy: $FET, #VIRTUALS, $SAHARA
B) Decentralized Computing: $TAO, $RENDER, $IO, $AKT
C) AI x DeFi: $INJ, #VIRTUALS, $NEAR
D) Infrastructure: $ICP, $LINK, $NEAR, $FIL, $OCEAN
A) Agent Economy:
ASI Chain testnet has launched, and agent tools have expanded to thousands.
- #VIRTUALS is rumored to achieve annual revenue of $75 million and will integrate Apple Health services
Sahara Studio AI suite + $50 million ICO to boost enterprise partnerships
B) Decentralized Computing:
- $TAO halving reduces emissions by 50%, institutional funding increased by $8 million
- $RENDER rendered 60 million frames, AI computing trials launched on U.S. nodes
- $IO revenue exceeds $20 million, with 139,000 GPUs on the network, and $IO allocated 49 million GPUs to employees.
- $AKT deployments surpass 1 million, fee revenue up 13% month-over-month.
C) AI x DeFi:
- $INJ launched on-chain Pre-IPO crimes, weekly burn volume hits annual high
- $NEAR Intents added Cardano, reaching 1 million TPS benchmark, DeFi TVL approximately $154.7 million
D) Infrastructure:
- $ICP has block processing time under 50 milliseconds, Caffeine AI app builder has been released
- $LINK facilitated over $27 trillion in transactions, passed ISO 27001 certification, and was selected by the U.S. Department of Commerce.
- $FIL launched on-chain cloud + cross-chain data bridge, price up 50%
- $OCEAN released Ocean Nodes, Annotators Hub, and enterprise tools
Which trend are you most excited about for 2026?

Powerful moves in the Top 100 ranking
$XMR | +33%
Rotation starting from ZEC and the new ATH momentum
$POL | +30%
Peak network activity and throughput description
$RENDER | +26%
> Refocusing on the decentralized GPU narrative
$IP | +18%
Grayscale exposure has increased institutional visibility
$MORPH | +16%
Ecosystem development and wallet integration
👉 The current market is not overheated, and that's a good thing.
What stood out this week is that despite the ongoing market rise, the overall sentiment remains remarkably calm.
This is not a surge driven by leverage or viral hype.
Instead, prices are fluctuating while market sentiment stays steady.
This combination typically appears before an expansion phase, not after.
Fear hasn't disappeared, but it no longer dominates.
Greed is also not excessive.
This balance is crucial.
It leaves room for market trends without immediately triggering intense profit-taking.
Simply put, this feels like positioning, not distribution.
Staying calm during a downturn is just as important as staying strong during an uptrend.
👉 Altcoins are being selected, not chased.

Binance sector fan tokens, buy all tradable fan tokens. I started encouraging group members to invest regularly since last November. We'll consider selling when the world coin boom arrives this year.
A world coin event every four years is certain to see manipulation by major players.
$CHZ $SANTOS

2026 Four High-Potential Sectors: Perhaps the Next 100x Legend Awaits. In 2026, the crypto market is shifting from speculative frenzy toward greater practicality and deep integration with institutional players. The following four directions, combining regulatory implementation, real-world adoption, and technological breakthroughs, are poised to become dominant narratives and nurture truly large-scale opportunities.

Ondo: Tokenized U.S. Equities (Main Theme of the RWA Super Cycle)

The RWA sector experienced explosive growth in 2025, and the catalyst that could trigger a breakout—on-chain tokenization of U.S. stocks and ETFs—is accelerating in early 2026.

Current Status: Total value locked in RWA is approaching tens of billions of dollars, with Ondo holding half of the tokenized equities market. Driven by institutional advantages and superior on-chain execution efficiency, Ondo is positioned to become the core infrastructure of the "On-Chain Wall Street."

Polymarket: Prediction Markets (The Breakthrough Point of Information Finance and Real-World Growth)

While the broader crypto market has cooled, prediction markets have emerged as the hottest growth engine in 2025–2026.

Growth Logic: The 2026 CONCACAF Gold Cup and the upcoming 2026 FIFA World Cup in the U.S., Canada, and Mexico will drive massive demand. With compliance and blockchain-based operations, Polymarket is set to become the ultimate money magnet. Users can place bets with zero barriers on events ranging from sports and politics to economics and on-chain metrics, with prices reflecting collective intelligence in real time.

NEAR: Intent-Driven Blockchain + AI Agents (Revolution in Next-Generation Interaction)

Long-Term Potential: In the era of AI agent economies, whoever enables ordinary users and intelligent agents to interact with blockchain seamlessly and without barriers will control the future. NEAR’s unified approach—chain abstraction, intent, and AI agents—is defining the new standard for user experience.

ZEC: Privacy Value Reemergence (The Ultimate Insurance for Bitcoin)

Bitcoin serves as a hedge against fiat currency devaluation, while Zcash (ZEC) acts as the privacy insurance for Bitcoin. In 2026, amid tightening regulations and rising privacy demand, ZEC holds independent upside potential.

Additional Highlights: Selective privacy design is more compliant-friendly than fully private coins, and with potential institutional products (e.g., Grayscale-related trusts), ZEC is poised to undergo a quiet yet strong value re-rating.

One-Sentence Summary
2026 is not about betting on hype narratives, but choosing truly incremental, institutionally grounded, and technologically closed-loop directions: RWA captures the largest Wall Street红利 → Ondo; Prediction markets capture real-world traffic and tokenization红利 → Polymarket; The underlying execution layer for interaction revolution in the AI era → NEAR; A dual scarcity anchor of supply-demand and privacy → ZEC

Sharing a simple and reliable method for small-scale cryptocurrency trading—the most basic yet stable way to make profits. If your capital is within 100,000, trading crypto can be more profitable than stock trading, and this is a fact.

Here’s a straightforward crypto trading strategy. As long as you stick to it, achieving steady profits is not difficult. Don’t doubt your ability to learn—seize the opportunity, and we can all start from the same starting line. Many people overlook this method. Once learned, you can earn at least 3-10% daily.

1. Select coins carefully—don’t over-diversify: The crypto market has countless coins. Small investors have limited time and energy. Don’t trade too many at once. Stick to 2-3 coins. Trading too many makes it hard to make rational decisions during market fluctuations, increasing the risk of mistakes.

2. Stay calm during price swings: Don’t impulsively buy during sudden spikes chasing quick riches. Don’t panic-sell during sharp drops fearing total loss. Emotional reactions can cause you to miss the right timing. Stay calm at all times.

3. Use proper position sizing to maintain balance: Never go all-in. Always keep 1/3 of your funds reserved for emergencies. Going all-in puts you in a passive position during a market downturn, leading to extreme anxiety. Keep your position flexible to handle market volatility with ease.

4. Set stop-loss and take-profit levels—avoid greed: Define your target profit and set stop-loss and take-profit points. Take profits when you reach your goal. Many people lose out due to greed, hoping to earn more. Set these levels and let the system execute automatically—don’t let emotions control your decisions.

5. Learn technical analysis: Many crypto investors come from IT backgrounds and lack fundamental financial investment knowledge. Instead of blindly following others, spend a few days learning basic technical analysis to improve your decision-making.

6. Trade in batches to spread risk: Don’t invest all your funds at once. Use a phased approach. For example, if you plan to buy 10 bitcoins, divide the purchase into five separate transactions at different times to reduce the risk of a single move.

7. Think independently and trust yourself: Don’t blindly follow others’ analysis—market opinions are overwhelming. Make decisions based on your own judgment. Price movements are hard to predict precisely, so trusting yourself is key.

Crypto trading isn’t about following the crowd. Success comes from mastering techniques and maintaining a calm mindset. You need independent thinking, not just echoing others. Manage risks properly, set stop-loss and take-profit levels, and profits in the crypto world will eventually be yours.
$BTC

Bitcoin is still in a range-bound consolidation, with some key factors remaining clear: a support level at 87.6k and a resistance level at 94.5k.

The current price is around 90.6k USD, so I expect continued consolidation and liquidity fluctuations before breaking and holding above 95k USD, which is normal in a healthy uptrend.
$BTC

Binance meme热度再次席卷而来！
最近几天，伴随 Binance 的上线效应，BNB Chain @BNBCHAINZH 上的多个 Meme 再度获得市场关注，比如$我踏马来了 $币安人生 $GIGGLE 等巨大的财富效应与充足的流动性让市场重新聚焦这条成立了五年的公链

2025 年，BNB Chain 交出了一份优秀的答卷，用户、流动性和交易量方面均创新高：TVL 增长了 40.5%，链上稳定币市值增长超 100%，达到了 140 亿美元，RWA 资产规模超 18 亿美元。

BNB Chain 得以触摸十亿级用户基础设施的门槛。并且，不仅只是服务加密原生用户，而是开始为更广泛的大众与现实金融体系，提供可被接纳和可被使用的区块链底座

After six consecutive daily gains following this week's end, BTC saw a slight pullback and found support near the daily BOLL middle line at 89,300. The short-term price has been oscillating between 92,000 and 89,300 for the past two or three days, offering opportunities for both bulls and bears. Bulls should defend at 8900.

ETH's short-term support is around 3050. You can take long positions at 3080-3066. Target profit at 3112-3142. If 3050 breaks, consider adding a position between 3016-2982. Be cautious and manage risk.

SOL's short-term support is at 132.65. You can go long between 135.25-134.25. Target profit at 139.5-141.15. If support breaks, shift the support zone to 130.25-128.25. Pay attention to risk management.

Breaking News: Grayscale is subtly indicating the direction of AI capital concentration.

As of the close on January 6, 2026, the holdings and weightings of Grayscale's Decentralized AI Fund are as follows:

$TAO | 29.88%

$NEAR | 27.31%

$RENDER | 15.05%

$FIL | 13.73%

$IP | 8.73%

$GRT | 5.30%

$TAO dominates the fund's allocation, making Bittensor the primary AI investment in this fund rather than a speculative add-on.

When institutional weights dominate the market landscape, do prices typically lag behind or lead the way?

Will the counterfeit season come?
On January 1, 2026, someone created a new wallet and went long with 8 million $USDC, fully invested.

Open positions:

12.18 million $XPL ($2 million)

1.18 million $IP ($2 million)

82.61 million $MON ($1.9 million)

32.41 million $STBL ($1.8 million)

779.56 million $PUMP ($1.5 million)

52.45 million $GRIFFAIN ($970,000)

509,000 $VVV ($847,000)

22.86 million $AIXBT ($806,000)

41.52 million $HEMI ($691,000)

11.24 million $MAVIA ($648,000)

42.95 million $STABLE ($604,000)

My firm belief in 2026, along with a one-sentence summary of each belief.

- $ETH: Pure collateral for the future financial settlement layer.

- $SYRUP: Ownership of the largest on-chain asset management network.

- $PENDLE: Committed to driving the growth of yield-bearing products.

- $ETHFI: Invest in the products you use every day. The EtherFi card is my tool for daily spending.

- $HYPE: The top decentralized exchange (perpDEX) leading the growth of stock trading.

- $META: A launch platform focused on securing the rights of token holders through ownership tokens.

During this time, the only type of counterfeit that can be bought is likely to be in one sector, which is the prediction market, themed around world coins.
$ASR $CHZ You can look for fan tokens in the section on Binance, as it is very stable.

$BTC During this period, it is the state of institutional accumulation, neither up nor down. Institutions enter the market every day, and market sentiment and heat are relatively low. Bitcoin will soon return to 100,000 US dollars.

$RAVE This coin is mainly a resource coin, with a very strong background.
It has been endorsed by Trump's son, primarily as a strong ecological project of usd1+wlfi. However, the market has nearly reached this market value performance, and it can start to short slowly.

$ETH rebounded to a key resistance level near ~3,000 USD.

Ethereum strongly rebounded from a low of 2,790 USD and rose back to the ~3,000 USD resistance level.

Currently, I am focusing on two scenarios. If the price is blocked again near ~3,000 USD, I will short and wait for the price to drop back to the low.

If the price successfully recovers the ~3,000 USD resistance level, I will go long, targeting a price level of ~3,130 USD.

If the price is blocked again, I am not in a hurry to go long in the current uptrend and may wait for the price to create a new low.

If the price creates a new low at the bottom of the FVG, I will wait for the price to reverse again before going long.

The price has already reflected the impact of the holiday.

From a time period perspective, Bitcoin tends to decline by the end of the year and will rebound after the New Year. Currently, Bitcoin seems to be in a bottoming phase, with no market enthusiasm and no significant trends. This phase often signifies the birth of something new, and a new round of wealth opportunities will arise.
December to January is crucial; if there are layouts to be made, then make them without looking at other news. After the New Year, Bitcoin is expected to return to above 100,000 without any surprises.
Some altcoins are warming up. Key tracks:
Prediction track + fan tokens
$BTC

26-Year Market Track Prediction
Bitcoin Price: Expected to reach $250,000 by the end of 2027 (2026 is too chaotic for accurate predictions but may set a new historical high)

Total Market Capitalization of Internet Capital Markets on Solana: Soaring to $2 billion (currently about $750 million)

At least one general-purpose Layer-1 blockchain: Will embed an application that generates revenue, directly returning value to the native token.
Solana Inflation Reduction Proposal: Will not pass in 2026, current SIMD-0411 proposal will be withdrawn

Enterprise-Level L1 Blockchain: At least one Fortune 500 bank, cloud provider, or e-commerce platform launching a branded L1, settling over $1 billion in real economic activity and bridging to public DeFi.

Application Revenue/Network Revenue Ratio: Doubles, value capture shifts to the application layer.

SEC: Will provide some exemption for tokenized securities in DeFi (innovative exemption program).

SEC: Will face lawsuits from traditional financial participants or trade groups opposing the innovative exemption.

Stablecoins: Trading volume will exceed ACH.

TradFi Collaborating Stablecoins: The market will consolidate, and long-tail products will struggle to survive.

Major Banks/Brokers: Accepting tokenized stocks as collateral.

Credit Card Networks: At least one of the top three globally will route over 10% of cross-border settlements through public chain stablecoins.

Decentralized Exchanges: Capturing over 25% of spot trading volume.

DAO Treasury: Assets exceeding $500 million governed solely by futarchy.

Crypto Mortgages: Total scale surpasses $90 billion.

Stablecoin Interest Rate Volatility: Remains moderate, DeFi borrowing costs not exceeding 10%.

Privacy Token Total Market Capitalization: Exceeds $100 billion.

Polymarket Weekly Trading Volume: Continues to exceed $1.5 billion.

U.S. Spot ETFs: Launching over 50 altcoin ETFs + 50 other crypto ETFs.

U.S. Spot Crypto ETF Net Inflows: Exceeding $50 billion.

Major Asset Allocation Platforms: Will incorporate Bitcoin into standard model portfolios.

Crypto Company IPOs/Listings: At least 15+ in the U.S.

Digital Asset Treasury Companies (DATs): At least 5 forced to sell assets, be acquired, or shut down.

Democrats: Will make debanking a topic and shift towards supporting cryptocurrencies (long-term forecast).

Prediction Markets: Federal investigations into insider trading or manipulation.

x402 Standard Payment: Accounts for 30% of Base daily transactions, 5% of Solana non-voting transactions, marking an increase in on-chain agent interactions.

I want to remind everyone of one thing.

In 2021, the Cosmos $ATOM ecosystem was one of the most promising areas for developers.

Solana and Hyperliquid also had similar prospects, but how long can this momentum last? By 2025, ATOM will hit rock bottom. Its all-time high once reached $45.

Vitalik chose to scale Ethereum through Layer 2 networks, partly because ATOM successfully leveraged autonomous chains in its ecosystem.

However, all of this came to a sudden halt after the collapse of Terra Luna, with tens of billions of dollars evaporating in a single night. After that, the Cosmos ecosystem also perished.

In the cryptocurrency space, entire ecosystems can experience years of boom and bust. Do not hold excessively high expectations for them, as the risks remain very high.

Those heavily invested in Solana or Hyperliquid may be disappointed five years from now, as everyone will have turned to the next hot project by then.

The altcoin market will ultimately evolve into a race towards zero. Only Bitcoin is different due to its fundamentals.

Teda spent 2 billion dollars to acquire Juventus, which is a big deal. $JUV is worth buying; if you keep buying until the eve of the World Cup, you will thank me. Conservatively, you can earn 2-3 times.

Currently, Bitcoin resembles a consolidation phase following a decline, and a new bull market is about to be triggered.
I believe ETH will have a rebound and will test around 3500 again, but during this process, a rare phenomenon will occur: the overall increase will lag far behind BTC, which is the cost of testing liquidity in advance.

Summary: My view on BTC remains unchanged, and it will break 95,000, reaching even higher, possibly starting with 100,000. ETH will overall weaken, but there will be a rebound
$BTC